Alternative Equities

Amplifying equity investing in innovative client solutions

Our alternative equity capabilities combine our deep history of active management with innovative product structures that today’s investors demand. We manage specialized equity strategies including growth equities seeking to deliver enhanced returns and long/short strategies targeting consistent absolute returns regardless of market direction.

Insights


What’s behind the divergence between international and U.S. tech?

Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.

JH Explorer in Miami: Recovery signs, data centers, and AI risk in industrials

Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.

Data center power: Why the key risk is under delivery, not overbuild

Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.

Institutional Insights


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